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Financial Adviser Center

Welcome to our FA Center

A one-stop shop for financial advisers, MarketWatch's FA Center provides you with the latest news in the industry, as well as ideas on investing, wealth management and retirement planning.

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What you need to know about bank stocks right now

The banking sector's earnings took a hit because of the pandemic, but fee revenue is up. Here's what you need to know.

by rbisdale

WSJ Wealth Adviser Briefing: Market Vulnerability, Tax Credits, Tokyo Olympics

The coronavirus upended traditional relationships for aggressive, defensive stocks; some firms were poised to benefit if Congress lets them accelerate accumulated tax breaks, and Tokyo Olympics organizers sought to save th...

by WSJ Staff
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The Fed isn’t likely to take U.S. interest rates below zero and that’s going to shock today’s bond holders

Bond investors’ potential capital gain from current levels will be limited, writes Mark Hulbert.

by Mark Hulbert
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The No. 1 market-timer of the 1980s and 1990s has this message for today’s buy-and-hold investors

Investing at the end of the month and the middle of the month has advantages, writes Mark Hulbert.

by Mark Hulbert

WSJ Wealth Adviser Briefing: Manufacturing Recovery, Airline Alliance, Retail Shakeout

The manufacturing rebound could be cut short by Covid-19's resurgence; American Airlines and JetBlue allied in a bid to boost their position in large Northeast markets, and retailers were on track to cut nearly 25,000 sto...

by WSJ Staff
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SEC Urged to Help Diversify Asset-Management Industry

Regulators should find ways to make the asset-management industry more inclusive of minority- and women-owned firms, a diverse group of investors told the Securities and Exchange Commission on Thursday

by Dave Michaels
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Trading Powers Morgan Stanley to 45% Profit Jump

The bank reported record quarterly profit and revenue during a period when the coronavirus ripped through the U.S. economy and financial markets.

by Liz Hoffman
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Goldman’s Traders, Bankers Keep Profit Steady While Rivals Falter

The bank’s quarterly profit held steady from a year ago, bucking larger commercial banks that saw earnings plummet as the coronavirus tore through the U.S. economy. Trading revenue nearly doubled.

by Liz Hoffman
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Citigroup Profit Falls 73%

The New York bank’s second-quarter profit fell 73%, weighed down by the $7.9 billion the bank set aside for potentially rising loan losses.

by David Benoit
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Automatic 401(k) Transfers Gain Traction

In an effort to reduce the premature flow of money out of 401(k)-style plans, a large 401(k) record-keeping service is starting to adopt a service that automatically transfers balances of $5,000 or less to a new employer’s...

by Anne Tergesen
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The financial planning business is mostly white, but these investment advisers are trying to change that

Workplace diversity starts with a firm’s leadership diversifying its own views and contacts.

by Morey Stettner
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Tesla’s stock is forming a bubble and new buyers should buckle up for a crash

Tesla bulls are running but what goes up must come down, writes Mark Hulbert.

by Mark Hulbert
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Are Banks Afraid? Watch How Much They Set Aside for Loan Losses

While a global slowdown makes loans scarier, the biggest U.S. banks are expected to report declining second-quarter profits and a marked increase in reserves for potential loan defaults.

by David Benoit
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Three Questions With UBS’s Jane Schwartzberg About Women and Money

Jane Schwartzberg, managing director at UBS wealth management, wants women to understand and take ownership of their finances.

by Veronica Dagher

WSJ Wealth Adviser Briefing: Shale Gas, Investment Firms, Travel Threats

The international trade in liquefied natural gas has collapsed and squeezed an important outlet for U.S. shale gas; investment firms and real-estate developers took stimulus loans, and the resurgence of coronavirus has thr...

by WSJ Staff